JY
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Jeff Yass’s GlobalFoundries GFS Stock Holding History

Jeff Yass’s Portfolio GFS Stock Details GFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49M Buy
594,200
+328,800
+124% +$23M ﹤0.01% 1520
2026
Q1 		$11.8M Sell
265,400
-126,000
-32% -$5.56M ﹤0.01% 2872
2025
Q4 		$13.7M Sell
391,400
-1,678,800
-81% -$59.7M ﹤0.01% 2655
2025
Q3 		$74.2M Buy
2,070,200
+1,904,200
+1,147% +$67.9M 0.01% 1075
2025
Q2 		$6.34M Buy
166,000
+98,000
+144% +$3.55M ﹤0.01% 3552
2025
Q1 		$2.51M Sell
68,000
-264,600
-80% -$10.7M ﹤0.01% 5029
2024
Q4 		$14.3M Buy
332,600
+181,200
+120% +$7.59M ﹤0.01% 2227
2024
Q3 		$6.09M Sell
151,400
-48,300
-24% -$2.24M ﹤0.01% 3280
2024
Q2 		$10.1M Sell
199,700
-38,300
-16% -$1.92M ﹤0.01% 2467
2024
Q1 		$12.4M Buy
238,000
+8,000
+3% +$438K ﹤0.01% 2332
2023
Q4 		$13.9M Buy
230,000
+62,900
+38% +$3.49M ﹤0.01% 2212
2023
Q3 		$9.72M Buy
167,100
+114,100
+215% +$6.77M ﹤0.01% 2603
2023
Q2 		$3.42M Sell
53,000
-5,900
-10% -$357K ﹤0.01% 4152
2023
Q1 		$4.25M Sell
58,900
-23,100
-28% -$1.46M ﹤0.01% 3691
2022
Q4 		$4.42M Buy
82,000
+23,700
+41% +$1.39M ﹤0.01% 3423
2022
Q3 		$2.82M Sell
58,300
-30,500
-34% -$1.64M ﹤0.01% 4206
2022
Q2 		$3.58M Sell
88,800
-250,700
-74% -$13.2M ﹤0.01% 3770
2022
Q1 		$21.2M Sell
339,500
-410,700
-55% -$24.2M ﹤0.01% 1670
2021
Q4 		$48.7M Buy
+750,200
New +$46.6M 0.01% 1114

Other funds holding GFS

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Jeff Yass's GFS Position: Q2 2026 in Review

Jeff Yass increased its GlobalFoundries (GFS) stake by 527% in Q2 2026, buying an estimated $24.2M and bringing the position to 411,923 shares worth $33.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Jeff Yass first reported a position in GFS in Q4 2021 and has held it in 17 quarters since. The position peaked at $89.7M in Q3 2025. 441 funds tracked by Wall St. Rank hold GFS as of Q2 2026.

  • Jeff Yass held 411,923 shares of GlobalFoundries worth $33.9M as of Q2 2026.
  • Jeff Yass bought 346,194 GlobalFoundries shares in Q2 2026, an estimated $24.2M.
  • GlobalFoundries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1895 holding.
  • Jeff Yass first reported a position in GlobalFoundries in Q4 2021 and has held it in 17 quarters since.
  • Jeff Yass's GlobalFoundries position peaked at $89.7M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held GlobalFoundries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.